LOOKING TO SELL, MERGE WITH OR ACQUIRE AN EXISITING BUSINESS?

When you engage my services as your Business Broker, I take on the role as intermediary, representing your interests with the goal to achieve successful outcomes.


As a seasoned entrepreneur, my experience has taught me that trust and positive relationships are fundamental in achieving success. It's not a matter of trying to beat the other party on every front but more about completing a deal that sees both sides satisfied that they have achieved their objectives. This is crucial, as what we are talking about is effectively restructuring the ownership of the business, directly affecting the many stakeholders involved including existing employees, suppliers, customers, landlord or tenants and so on.

To this end, I basically position myself as an integral resource within your organization with the intent to help you strategize on how best to move forward.   In addition to investing my time and efforts to fully understand your business and overall goals, I will: 

  • For Selling Clients, focus on attaining the maximum market valuation for your business and/or the Real Estate it occupies;
  • For Buyer/Investor Clients, provide consultation, market data and analysis of the valuation of the potential acquisition as represented by the Seller;
  • Reinforce the importance to all parties to maintain strict Confidentiality throughout the process;
  • Provide guidance throughout each step that will need to be taken to complete a successful transaction including assistance with the preparation and analysis of the due-diligence Information package;
  • Propose “out-of-the-box” strategies and solutions as necessary during negotiations or when dealing with challenges that may come up; 
  • Effectively work with other professionals involved including Legal, Accounting and third-party Representatives;
  • Manage the process on your behalf from the beginning to the end including Timelines, Offers, Contracts of Purchase and Sale and any other instruments customary in similar business dealings.

Structuring a Sale or Acquisition of a Business

Asset vs. Share Sale or Purchase are important considerations on how best to structure a transaction.                                  

Pros & Cons include:   

  • As a Seller, a Share Sale may provide tax benefits associated with exercising your life-time Capital Gains Exemption;
  • As a Buyer, purchasing the issued shares in an operating company provides the potential for a more streamlined transition in ownership with less disruption in supplier, customer and employee relationships;   
  • An Asset Sale or Purchase is considered a less complicated path and deemed to be a less risky option for the Buyer;

Every deal is different and it pays to reflect on all aspects from both the Buyer’s and Seller’s perspective.

PLANNING AHEAD IS IMPORTANT!   CONTACT ME ANYTIME. CONFIDENTIAL, NO OBLIGATION.

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